See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,103 | $89,355+98.2% | $141,162+25.5% | $72,985+142.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 27.10% | 111.85%-84.7pp | 71.39%-44.3pp | 81.00%-53.9pp |
| Employer contribution / active EE | $30,436 | $3,114+877.3% | $4,735+542.8% | $2,440+1147.4% |
| Participant deferral / active EE | $6,461 | $5,418+19.3% | $6,709-3.7% | $3,607+79.1% |
| Admin fee / account holder | $302 | $5,958-94.9% | $10,261-97.1% | $5,124-94.1% |